CMC Wealth Management, LLC

Overview

CMC Wealth Management, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and charges clients on a percentage-of-assets and hourly basis. Its client base is primarily individual and family accounts. On filings the firm reports not acting as a multi-state or pension consultant adviser and does not identify as an ESG-focused allocator. Investment activity centers on equity exposure; the firm’s filings show a clear preference for exchange-traded securities as the primary vehicle for implementing client portfolios. Advisory services are delivered on a non-discretionary basis, which suggests portfolios are managed with client involvement and direction. For clients who require planning beyond portfolios, the firm offers fee-based financial planning alongside portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices